Porter Clayton
Investment adviser representative at Oak Lane Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$446.3MFirm assets
Are you Porter Clayton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Oak Lane AdvisorsJun 2023 to now
- Edge Financial Advisors LLCJan 2022 to now
- Edge Financial Group LLCJan 2022 to now
- Wealth Navigation, LLCJan 2022 to now
- Advanced Profit Analysis PaJan 2019 to Dec 2021
- Cooper NormanAug 2017 to Jan 2019
- Tampa Bay RaysJun 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ID).
Oak Lane Advisors
Legal name: Wealth Navigation, LLC
$446.3MAssets managed
932Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6715557
- Firm CRD
- 140612